Referrals

“We’d like to give a big thank you to Peter for all his help over the past three years in setting up our Managed Account and guiding us through the rollout of our Managed Account Portfolios. Peter was fantastic to work with—knowledgeable, easy-going, and always willing to help us navigate our way through the process. The end result has created great efficiency for our office, and we really appreciate the role he played in getting us there.”

 Jon Morrow, Director & Financial Adviser, P3 Financial Planning

“Peter is one of Australia’s leading experts in MDAs. QuietGrowth had the pleasure of working with him over three years, and it was an enriching experience. Peter is a combination of vast experience, practicality, integrity, and conviviality.”

Dilip Sankarreddy, Managing Director, QuietGrowth

“Peter demonstrated a deep understanding of the complexities of MDA, SMA, and IMA structures, providing invaluable expertise throughout our engagement. He offered professional guidance during the initial establishment phase of our MDA, ensuring a robust and compliant framework. Additionally, Peter developed a comprehensive asset allocation spreadsheet that greatly enhanced the effectiveness of our research committee meetings.”

Brendan Minehan, Director & Financial Adviser, National Financial Services

"We engaged Peter from MDA Guru to review our IP and MDA contract documentation and were impressed by the depth and clarity of his feedback. His recommendations on document structure and sequencing were thoughtful and immediately actionable. We recommend Peter without reservation to any firm seeking expert guidance on their MDA arrangements."

Alipasha Razzaghipour, Director, Kasa Investment Partners